Company Summary
We are an employee-owned wealth management firm, standing independent from dealers and incentives since 1849. During this time, we have developed a deep understanding as well as a deep responsibility in looking after the wealth of our clients from generation to generation. Because we are independent, we are able to fulfil this responsibility to the best of our ability, bypassing the usual standardized techniques to arrive at truly individualized solutions that will directly serve our clients’ financial goals.
Our commitment comes from 160 years of serving Canadians as their investment and wealth management needs require. Our commitment stands the test of time.
Source: MacDougall, MacDougall & MacTier Inc.
Unique Value Proposition
If one fact has become clear over the past 160 years, it is that each and every client is unique. Only by acknowledging this can we provide successful wealth management services.
For this reason, we strive first to understand your individual needs and goals, before bringing to them a specifically suitable strategy. As an independent firm, we have a unique and objective Canadian platform, and we encourage our advisors to be just as free to explore the opportunities and tactics that they believe will be successful. We are free to be impartial to our clients, and our advisors are free to find the solutions that will accommodate your needs.
We don’t put our energy into coming up with perfectly pre-packaged services that we can use across the board; we put our energy into identifying and meeting your needs.
Source: MacDougall, MacDougall & MacTier Inc.
AUM ($Bil)
Year Founded
1849
Key Personnel
Randy Ambrosie, President and CEO
Judy Cochrane, Head Trader and Chief Operating Officer
Daniel Boisvert, Chief Financial Officer
Address
150 King W,
Toronto, ON
M5H 1J9